AFI Panellist Member

As the UK financial intermediary market is one of the most diverse and developed markets in Europe, AFI wanted to be certain that the Panel reflected this variety. The Panel represents a cross-section of the market, from the small independent financial adviser to a large network, from London based companies to regional/national firms. Each panellist brings to the table a different approach to fund selection, adding to the credibility and authority of the AFI. It is currently made up of 18 AFI panellists, with each panellist having in-house research and stock selection capabilities.

City Asset Management Plc is proud to be an active panellist member and supports the integrity of the Adviser Fund Indices. We acknowledge that in a complex investment market with an ever-increasing number and type of investment vehicles available, the requirement for a truly representative benchmark of the professional portfolio manager.

City Asset Management Plc is authorised and regulated by the Financial Conduct Authority.
Incorporated and registered in England and Wales, Company Number 02215617.
Registered address: 7 Bishopsgate, London EC2N 3AR. VAT No. GB-480 8128 40

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Important Information and Risk Warnings

The company is authorised and regulated by the Financial Conduct Authority (FCA)
ensuring that its conduct and practices are governed by the rules and principles of the FCA. By
accessing these pages you shall be deemed to accept and agree to be bound by the
terms of this notice.

Nothing in this site should be regarded as an offer or solicitation
to conduct investment business or buy or sell any investment, nor does it constitute any form of personal recommendation.

Nature of Advice

For the purposes of the Retail Distribution Review (RDR), City Asset Management
offers Restricted Advice. This means that we will advise and make a recommendation
for you after we have assessed your needs , but we may only offer advice on limited
types of products, or products from one company or a limited number of companies.
For example, we may only recommend our own in-house investment products and services.

Risk Warnings

The value of investments and the income arising from them, can go down as well as
up, and are not guaranteed, which means that an investor may not get back what they invested.
Past performance is not necessarily a guide to future performance. Changes in exchange rates
may also cause an investment to fluctuate in value. Levels of taxations depend on
an investor's individual circumstances and the value of any applicable tax reliefs.

Any information
contained within this website should not be deemed to constitute investment advice
and should not be relied upon as the basis for a decision to enter into a transaction,
or as the basis for any financial or investment decision. Investors should always seek
professional advice in regard to the suitability of any investment. City Asset Management
accepts no liability for any losses or consequential loss incurred by investors
acting upon any information contained within this website.

Opinions given within this website are effective from the date uploaded but may be subject to change without notice.

The Financial Conduct Authority does not regulate tax advice, trusts, or offshore investments.

Copyright

The contents of this site belong to City Asset Management PLC. Reproduction is not
permitted without our prior written permission.

E-mail

You should note that there is no guarantee that we will receive e-mails you send.
Important or urgent messages should be sent by recorded mail or communicated by telephone.

Telephone

Telephone calls may be recorded and monitored for quality control purposes.

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For more information visit our
Privacy Policy page

Remuneration Policy

City Asset Management adheres to the principles of the FCA’s Remuneration Code and ensures that the required disclosures are made in our Pillar 3 Disclosure. Further information about City Asset Management’s compliance with the Remuneration Code is available on request.